Firm
Wealth and Plan
Cypress, Texas
Fee-only
Wealth and Plan at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $2,000 a year, below the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cypress, Texas |
|---|---|
| Website | wealthandplan.com |
| [email protected] | |
| Phone | (832) 554-6501 |
Wealth and Plan fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$2,000 /year*" source
"No asset minimums." source
"Annual Fee Based On Assets Under Management:" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 339344 |